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phkapa [27/07/2016 17:03] – [Create Users and Access] phalkalinephkapa [27/07/2016 17:59] – [Actions] phalkaline
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 First thing to do before using pHKapa is create your Users and define the Access settings.\\  First thing to do before using pHKapa is create your Users and define the Access settings.\\ 
-Only with administrator accounts you can create Users and define Access settings, to do this you must go to your users and access administration area -> Key Icon -> <nowiki>http://{your-url-for-pHKapa}/access</nowiki> .\\+Only with administrator accounts you can create Users and define Access settings, to do this you must go access area -> Key Icon -> <nowiki>http://{your-url-for-pHKapa}/access</nowiki> .\\
 More info at [[administration|Users and Access]] .\\ More info at [[administration|Users and Access]] .\\
  
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 Each ticket/action is classified with fields like Type, Origin, Process, Activity, Category, Supplier, Priority, Safety, Cause.\\ Each ticket/action is classified with fields like Type, Origin, Process, Activity, Category, Supplier, Priority, Safety, Cause.\\
 Fill up your tables with your business options.\\ Fill up your tables with your business options.\\
-More info at [[phkapaadministration#classify_tickets|pHKapa Administration ( Classify Tickets ) ]] .\\ +More info at [[phkapaadministration#classify_tickets|pHKapa Setup ( Classify Tickets ) ]] .\\ 
  
 One important topic is relations between classify tables.\\ One important topic is relations between classify tables.\\
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 It works this way, at Register, you choose a Process and the Category and Activity fields are loaded only with Process related values.\\ It works this way, at Register, you choose a Process and the Category and Activity fields are loaded only with Process related values.\\
 When a ticket reaches PLAN stage, Cause field options is loaded only with Cause values related to Ticket Category.\\ When a ticket reaches PLAN stage, Cause field options is loaded only with Cause values related to Ticket Category.\\
-More info at [[phkapaadministration#relations|pHKapa Administration ( Relations ) ]] .\\ +More info at [[phkapaadministration#relations|pHKapa Setup ( Relations ) ]] .\\ 
  
 Next task is define each Process a User belongs to.\\ Next task is define each Process a User belongs to.\\
 This task sets user access to tickets. each user will only have acess and receive notifications on self registered tickets and tickets on processes this user belongs to.\\ This task sets user access to tickets. each user will only have acess and receive notifications on self registered tickets and tickets on processes this user belongs to.\\
-Go to pHKapa administration → <nowiki>http://{your-url-for-pHKapa}/admin/phkapa</nowiki> ( Menu → Users → Edit ) .\\ +Go to pHKapa Setup → <nowiki>http://{your-url-for-pHKapa}/admin/phkapa</nowiki> ( Menu → Users → Edit ) .\\ 
-More info at [[phkapaadministration#assign_one_or_more_processes_to_users| pHKapa Administration ( User settings ) ]] .\\+More info at [[phkapaadministration#assign_one_or_more_processes_to_users| pHKapa Setup ( User settings ) ]] .\\
  
  
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 Action types are managed on menu Action Type , and you can have as many as you want.\\ Action types are managed on menu Action Type , and you can have as many as you want.\\
 On Action Type, when checking “Verification” option you set “Action Effectiveness” as required for this action/ticket at VERIFY stage.\\ On Action Type, when checking “Verification” option you set “Action Effectiveness” as required for this action/ticket at VERIFY stage.\\
-More info at [[phkapaadministration#classify_actions|pHKapa Administration ( Classify Actions ) ]] .\\+More info at [[phkapaadministration#classify_actions|pHKapa Setup ( Classify Actions ) ]] .\\
  
 ===== Ready to START ===== ===== Ready to START =====
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 Click Menu -> Add Ticket and insert values for requested fields.\\ Click Menu -> Add Ticket and insert values for requested fields.\\
 **Origin Date, Type, Origin, Process, Activity, Category, Priority, Safety are required**\\  **Origin Date, Type, Origin, Process, Activity, Category, Priority, Safety are required**\\ 
-How to configure values for this tables? goto [[pHKapaAdministration|pHKapa Administration]]\\ +How to configure values for this tables? goto [[pHKapaAdministration|pHKapa Setup]]\\ 
  
 After the request is "Saved with success", it will show up at REGISTER stage list and users related with ticket process will receive notification.\\  After the request is "Saved with success", it will show up at REGISTER stage list and users related with ticket process will receive notification.\\ 
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 Every Action Type has a rule defined about action effectiveness evaluation, so when you add at least one action with "Verification" active you determinate that a ticket must be sent to VERIFY stage for action evaluation.\\  Every Action Type has a rule defined about action effectiveness evaluation, so when you add at least one action with "Verification" active you determinate that a ticket must be sent to VERIFY stage for action evaluation.\\ 
-You can configure each action type at pHKapa administration -> <nowiki>http://{your-url-for-pHKapa}/admin/phkapa</nowiki> , more info at [[phkapaadministration#classify_actions|Classify Actions]]\\+You can configure each action type at pHKapa Setup -> <nowiki>http://{your-url-for-pHKapa}/admin/phkapa</nowiki> , more info at [[phkapaadministration#classify_actions|Classify Actions]]\\
  
 ==== Some specific rules at PLAN stage ==== ==== Some specific rules at PLAN stage ====
phkapa.txt · Last modified: 24/02/2021 10:52 by 127.0.0.1

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